Podcasts about referrals

This week on That Entrepreneur Show, we sit down with leadership catalyst, coach, and multi-business founder Nick Edwards—a powerhouse with over two decades of experience guiding CEOs, entrepreneurs, pastors, and high-capacity leaders. If you're ready to grow your business, strengthen your leadership, and get undeniable results, this episode is packed with the wisdom you need.Nick shares the proven framework behind his success: People + Systems = Results.If you don't like the results you're getting, it's time to change your people, your systems, or both.From launching multiple companies to building a nonprofit that transforms families and communities, Nick's journey is filled with practical lessons you can apply immediately. Top Takeaways02:00 — The Mission: Nick's purpose: guiding leaders to greater results and navigating pressure in life, business, and legacy.02:45 — Why He Became an Entrepreneur: Seeing a lack of healthy leadership everywhere—and deciding to fill the gap.03:35 — Overcoming Early Struggles: Marketing himself felt uncomfortable—until he learned the power of adding value in every conversation.04:05 — Referrals 101: How to earn referrals by delivering more value than you cost.14:30 — Writing a Book as a Non-Writer: Nick's advice for first-time authors: write constantly, document ideas, and get help.  We also dive into his new book, Big Dreams, Small Steps, and what it truly takes to build a vision, overcome fear, and scale with intention. Send us a textSupport the show

In this episode, you'll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create unforgettable client experiences. You'll hear real examples of small but meaningful moments that turn mistakes into connection, empower your team, and elevate your brand far beyond portfolios and planning tools.You'll also discover how giving your team simple freedom, creativity, and a small monthly “surprise & delight budget” can turn everyday interactions into lasting loyalty, referrals, and genuine client love. From laptops delivered across town to coffee sent with a smile, this episode reminds us that great client experience isn't about perfection — it's about how you make people feel ✨.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Chris Kusaba (formerly at Mytra) joins the show to talk about how smaller talent teams can compete in markets where brand recognition is uneven and the demand for AI and robotics talent is rising fast. Chris brings experience from Tesla and now leads recruiting at a high growth robotics and AI company. He shares how to win attention from top candidates, how to widen the funnel when you operate in a niche space, and how to build a team that can scale even when you cannot match big tech compensation. Key Takeaways Clear and focused messaging is the only way to stand out in saturated markets where candidates are overwhelmed with inbound from AI and robotics companies. Chris explains how he repurposes commercial decks to help candidates understand the mission and the industry impact. Referrals become a force multiplier when the market is narrow. Chris outlines how a structured, hands on referral program helps widen the pool and bring in talent that may never have applied on their own. Hiring managers need a mindset shift when talent pools are thin. Looking for potential rather than that perfect unicorn opens the path to stronger long term teams. When competing with big tech, the edge comes from scope, visibility, and impact. Chris explains why earlier career candidates choose startups for the ownership they gain and the chance to work on entire products rather than tiny slices. Strong documentation and transparent communication are essential in preventing single points of failure. This becomes vital in technical companies where knowledge loss can slow delivery for months. Timestamped Highlights 01:21 Chris explains how the company built its robotics and software stack from the ground up and how that focus shapes their approach to talent. 02:32 Why inbound alone is never enough for niche technical roles and how intentional referral programs change the equation. 04:55 How to differentiate your outreach when every candidate in AI and robotics is flooded with messages. 07:45 The reality of the purple squirrel problem and how to balance ideal skills with real world potential. 11:03 What actually works when going head to head with big tech for the same candidates and why scope matters more than perks. 15:44 How the team reduces risk around knowledge loss and keeps information accessible across the org. 19:10 The art of moving fast without cutting corners and how to build a process that supports both speed and diligence. A standout moment from Chris Younger talent wants real ownership. They want access to leadership and the chance to shape something meaningful. That is often the deciding factor when they are choosing between a startup and a larger brand.  Pro Tips Use your commercial storytelling to recruit. If your customer pitch explains your impact clearly, it can also help top candidates understand why your company exists and why their work would matter. Widen the funnel with intention. A smaller market means you must look for technical curiosity and growth capacity rather than waiting for that single perfect profile to appear. Call to Action If this conversation helps you think differently about talent, team building, or competing for high demand roles, follow the show and share this episode with someone who would benefit from it. New episodes are coming and I would love to have you with us as we continue this new direction.

If 2025 felt slow, inconsistent, or frustrating… the 36 Touch Framework will rebuild your real estate business with steady referrals and meaningful client relationships.In this episode of The Faithful Agent Podcast, Garrett Maroon breaks down why consistency—not charisma—is the true foundation of a thriving referral-based real estate business. He shares how follow-up becomes ministry, how your daily actions reflect Christ in your work, and why the 36 Touch System remains one of the most effective frameworks for sustainable lead generation, deeper client relationships, and long-term success.Garrett shows agents how to simplify their marketing strategies, focus on meaningful personal touches, and create a rhythm that builds trust, fuels referrals, and protects against burnout. Whether you need a reset or want to elevate your current systems, this episode gives you the tools to build a business rooted in purpose, consistency, and genuine connection.Cut the Chaos, Keep the Closings: 2026 Lead Gen Workshop - https://www.garrettmaroon.com/planTakeawaysConsistency is the key to success in real estate—far more important than talent or charisma.Follow-up is ministry: caring for people consistently reflects Christ in your business.The 36 Touch System creates a sustainable rhythm for client relationships and referral generation.Not all touches are equal—personal touches deepen trust more than generic marketing blasts.Effective follow-up isn't about cost; it's about connection, authenticity, and presence.Simplifying your lead generation strategies leads to better execution and less burnout.Client events build shared experiences that strengthen long-term relationships.Faithfulness in small, repeated actions leads to big results in referral business.Chapters 00:00 — Introduction & Humor00:58 — Why Consistency Matters More Than Charisma in Real Estate03:19 — The Missing Ingredient in Most Agents' Lead Generation 06:06 — Reframing Follow-Up as Ministry 10:38 — What Touches Actually Build Client Relationships 11:07 — Simplifying the 36 Touch System for Real-Life Agents 15:43 — Creating a Yearly Plan for Consistent Marketing Strategies 29:45 — Final Thoughts & Call to ActionCut the Chaos, Keep the Closings: 2026 Lead Gen Workshop - https://www.garrettmaroon.com/plan ⭐️ Rate & Review:If this episode challenged or encouraged you, leave a 5-star review and share it with another Christian agent who needs to hear this message. Resources & Opportunities:

How will SaaS Companies scale in 2026? The next era of SaaS growth won't be won by adding more reps, more tools, or more noise. In this episode, go-to-market operator Koen Stam (Personio) breaks down why 2026 will mark a decisive shift from people-heavy scaling to process-first, data-driven, efficiency-led growth—and what founders must do now to stay ahead.Koen oversees international revenue operations across Benelux, DACH, the Nordics, Spain, and beyond, and he brings a rare operator's lens to the future of GTM. He unpacks how founder-led, sales-led, and hybrid motions will evolve; why RevOps is about to become one of the most strategic functions in SaaS; and why fixing the data layer is the non-negotiable prerequisite to making AI actually work.You'll learn why the biggest upside in 2026 will come from retention, expansion, and word of mouth, how to design motions that scale with simplicity and discipline, and what it really takes to build from 0 to 10K MRR and to 10M ARR with one product, one audience, and one crystal-clear process.A must-listen for founders, operators, and GTM leaders building for the next wave of SaaS.Key Timecodes(0:00) - Intro: B2B SaaS go-to-market 2026, RevOps, AI, retention, expansion(1:13) - Guest intro: Koen Stam, Personio, international RevOps, HR tech(2:04) - 2026 GTM strategy: process-first, data-driven, efficiency-led growth(2:47) - GTM motions: founder-led vs sales-led vs hybrid, authenticity, efficiency(4:02) - Efficiency in SaaS: bow tie model, customer journey mapping, root causes(5:35) - RevOps priority: data layer, metrics, RevOps to CRO(6:38) - AI in GTM: fix data foundations, process over people(7:26) - Retention & expansion: word-of-mouth, NRR, customer-led growth(9:20) - Sponsor: Reditus affiliate and referral platform for B2B SaaS(10:14) - Word-of-mouth playbook: product value, customer success, community events(12:06) - Build GTM from scratch: founder-led content, AI amplification, simplify(13:59) - Referrals & partners: partner ecosystem, trust, incentives, win-win(15:26) - Zero to 10K MRR: one offer, one ICP, focus, execution(16:54) - Scale to 10M ARR: one product, one market, process-first, data model(17:37) - Connect with Koen: LinkedIn, Substack, AI learnings(17:55) - Audience building: LinkedIn vs Substack, creator-led growth(18:27) - Outro: subscribe, sponsor, Reditus, Grow Your B2B SaaS podcast

In this third and final part of the client-finding series, Jo and Zoe move beyond foundations and personal branding into advanced, “pro-level” strategies for winning bookkeeping clients through referrals. They break down how to turn happy clients into loyal advocates who consistently recommend you, so your pipeline fills without you constantly hustling for every new lead. They explore what it really takes to deliver a repeatable, gold-standard service – from onboarding and communication to spotting opportunities and supporting business growth – so clients feel safe, seen, and excited to talk about you. Jo and Zoe also discuss building a simple referral “programme” (without it feeling awkward or salesy), using testimonials and case studies effectively, and how to talk about capacity so clients know you're open for new work without worrying you're too busy for them. The episode wraps up by pulling together all three levels of the series: foundations, personal brand, and referrals. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

In today's Daily Insurance Meditation, Abe sits down with Spencer from Brightfire to talk about proven digital and non-digital tactics that boost retention and referrals.  https://theinsurancedream.com/digital-marketing 

In this episode of The Art of Dental Finance and Management, Art Wiederman, CPA, sits down with Rachel Wall, CEO and founder of Inspired Hygiene. For over 20 years, Rachel has helped dentists build thriving hygiene departments that deliver exceptional patient care and drive profitability.Dental hygiene is a critical driver of both patient care and practice profitability. In this episode of The Art of Dental Finance and Management with Art Wiederman CPA, Art is joined by Rachel Wall, founder and CEO of Inspired Hygiene, for an in-depth discussion on building a high-performing hygiene department.Rachel shares insights on the current state of dental hygiene in the U.S. and strategies for hiring and retaining hygienists in today's competitive market. She explains why strong leadership from the dentist accounts for 50% of hygiene success and the importance of implementing clear, written Standards of Care.Listeners will also learn Rachel's four “R's” for creating a referrable practice — Relationship, Retention, Reputation, and Referrals — and why small gestures like saying “please” and “thank you” matter. The episode covers key benchmarks for hygiene production, including the ideal percentage of total office revenue and the role of 4000 codes such as SRPs and periodontal maintenance.Packed with actionable tips, this conversation is essential for dentists looking to elevate their hygiene department and maximize profitability.

Karina Chavez shares her journey from working with her father to transforming motels into affordable housing in Albuquerque. Karina shares how her commitment to honesty, client care, and local involvement has built a thriving, referral-based business. Karina also offers practical advice for agents about adapting to change and building authentic relationships. Check out D.J.’s Listing Reviewer here. If you'd prefer to watch this interview, click here to view on YouTube! Karina Chavez can be reached at 505-220-7781 and Chavezteamabq@gmail.com. This episode is brought to you by Real Geeks and Courted.io.

Ever wondered why some businesses seem to get referrals pouring in while others struggle? Join me as I share insights from my recent presentation at the Solo Summit hosted by Lettuce Financial, where I discuss the psychology behind referrals and why doing great work alone won't guarantee you a flood of referrals. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/391

Frank Agin shares thoughts on eliminating jargon from conversation based on a blog post from communication expert, John Millen. Read the post at https://www.johnmillen.com/blog/kill-the-jargon For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

This episode features an inspiring conversation between Libby and advisor Eva Stukenberg, who shares her journey from feeling stuck on the hamster wheel to building a thriving, intentional, 5X-growth practice. Eva opens up about the small shifts that created massive momentum, the mindset work that changed everything, and the systems that transformed her team, her client experience, and her quality of life. This episode is packed with practical insights for any advisor ready to move from reactive to proactive, from overwhelmed to organized, and from doing everything to doing only what matters most.

Looking for ways to get more client referrals and grow your business without spending on ads? It's possible! In this episode, Sonaya Williams shares proven strategies to build predictable referrals without paid ads, using simple relationship-based systems that actually work.It's myth buster time!“You need ads, funnels, and a big social media presence to scale your business. Referrals, on the other hand, are random. You can't control them.”At least, that's the story. But what if I told you that's simply not true?Let's bust that myth wide open with Sonaya Williams from The CEO Partner https://theceopartner.com. Sonaya is a systems-driven entrepreneur who built her agency powered by a smart strategy to get more client referrals without paid ads.Meet Sonaya from The CEO PartnerSonaya is the founder of a thriving consulting agency that helps service- based businesses streamline their operations and scale sustainably. Like me (If you've listened to my previous podcasts, you know this is totally my jam), Sonaya believes good systems are the backbone of any successful business.They are about creating consistent, repeatable and streamlined experiences that guarantee a great outcome. You can find some of the previous podcasts about how to streamline business processes here https://sandrajulian.co/systems-and-processes/, and here, https://sandrajulian.co/clunky-business-processes/Spoiler alert: Sonaya's systems expertise can also help you get more client referrals in a predictable way.Continue to read at: https://www.sandrajulian.co/podcast153Rate, Review, And Subscribe For More Business Wisdom!You can send me a message, question, feedback HEREWork with meYou've built a thriving business through hard work and determination, yet you can feel you're entering a new season. You're ready for clarity, space, and support that honours your energy and helps you lead in a way that feels calm, intentional, and aligned with who you're becoming. If you're seeking a more easeful, intuitive way forward then private 1:1 Coaching is for you. https://sandrajulian.co/work-with-me/Website: www.sandrajulian.coInstagram: www.instagram.com/sandrajulian.coFacebook: www.facebook.com/sandrajulian.coLinkedIn: www.linkedin.com/in/sandrajulian1Music is Te Kawa o Rongo by Ngāneko Eriwata Episode edited by LJS Creative Services #PodcastManager Show notes & blog by Mattie Belsack from Bellbird Writing

In this episode, Jesse Green is joined by Rob Markey, co-creator of the world-renowned Net Promoter Score (NPS) and co-author of The Ultimate Question 2.0. Together, they explore how dental practices can harness the power of customer loyalty to drive sustainable growth.Rob unpacks the differences between satisfaction, loyalty, and advocacy, and explains why emotional commitment, not just repeat visits, defines true loyalty. With practical insights into staff engagement, pricing, patient experience, and reputation-building, this episode is packed with tools for turning your patients into passionate advocates.In this episode:[00:01] Why customer loyalty is more than repeat business, and why it matters[04:04] Loyalty vs. satisfaction[08:20] Loyalty, advocacy, and the rare brands that inspire devotion[13:39] Why internal culture and staff advocacy are key to external loyalty[26:24] Jesse's four-step framework for generating word-of-mouth referrals[28:42] The role of pricing in perceived value and patient expectations[33:04] The “trap” of elevated expectations and how to manage them.Resources and Links:Rob Markey websiteConnect with Rob on LinkedInJoin the free Savvy Dentist Facebook GroupFollow Dr Jesse Green on LinkedInVisit Savvy Dentist website Mentioned in this episode:Transformational Training for Dental Practice TeamsIf you want to grow your practice, you need a high-performing team - but training takes time, effort, and resources you often don't have. That's why we created the Savvy Dentist Team Training Bundle - a 12-month program packed with five powerful courses, including our Practice Manager Masterclass, Front Desk All Stars, Hygiene & Therapy Heroes, Treatment Coordinator Training, and the Million Dollar Dentist course. Each course is delivered live via Zoom, and you'll also get access to past recordings, so you can onboard new team members anytime without starting from scratch. Want to scale your practice and build a winning team? Click on the link and join the waitlist. Team Training Bundle Sept 25

Dr. Gregory T. Obert is a clinical psychologist and the founder and CEO of the Royal Oasis Psychotherapy Institute, a premier telehealth practice delivering elite, discreet, evidence-based psychotherapy. He brings over 15 years of experience helping thousands navigate anxiety, depression, trauma, and life transitions. He specializes in veterans' issues, PTSD treatment, and fostering resilience through personalized, holistic care. Additionally, he is the author of The Man on the Bench, a novel about hope amid loss, and the host of the podcast Meditations by Gregory T. Obert, featuring guided meditations for wellness.In today's episode of Smashing the Plateau, you will learn how to move from structure to self-direction—reframing fear, narrowing your focus, pricing with confidence, and using real community to shorten your path to traction.Gregory and I discuss:Why Gregory chose to start his own practice [05:18]Why many keep private practice as a side gig—and the bigger opportunity [05:46]The two biggest barriers: fear of variable income and insurance constraints [07:20]Referrals, pipelines, and the internal conflict about charging [10:47]A simple first step to strengthen your pricing mindset [13:44]The hidden knowledge gap: marketing, visibility, and “putting yourself out there” [15:12]Differentiation through a few clear specialties (and why it works) [17:50]Community as a necessity: one hour > months of Googling [20:04]Learn more about Gregory and receive premium psychotherapy at www.royaloasispi.com.Follow him on social media:Website:https://gregorytobert.com/ Locals: https://drgregorytobert.locals.com/ Twitch: https://www.twitch.tv/drgobert Tiktok: https://www.tiktok.com/@docgobert LinkedIn: https://www.linkedin.com/in/gregorytobert YouTube: https://www.youtube.com/@DrGOBERT Libsyn: https://meditationsbygto.libsyn.com/ Apple Podcasts: https://podcasts.apple.com/us/podcast/meditations-by-gregory-t-obert/id1168490615Spotify: https://open.spotify.com/show/0esz5sbFAeAmJzPp5NJbz9Thank you to our sponsor:The Smashing the Plateau Community______________________________________________________________About Smashing the PlateauSmashing the Plateau shares stories and strategies from corporate refugees: mid-career professionals who've left corporate life to build something of their own.Each episode features a candid conversation with someone who has walked this path or supports those who do. Guests offer real strategies to help you build a sustainable, fulfilling business on your terms, with practical insights on positioning, growth, marketing,...

Ever feel like you're not ready, not qualified, or not good enough to land the clients you want? That's head trash — the doubts and stories that sound rational but quietly hold your business back. In this episode, you'll hear a client wrestle with her own head trash, and you'll hear Leah share hers too. What they uncover might sound uncomfortably familiar… and could change how you see your consulting business.   ---  

In today's episode, we'll discuss: Year-end processing doesn't have to feel like an annual stress cycle. In this episode, you'll learn five simple strategies to make December smoother, more predictable, and far less overwhelming

Host David Johnson interviews Dr. Michael Gendel regarding his JMR article, Trends in Case Complexity and Implications for Physician Health Programs: An Analysis of Referrals to the Colorado Physician Health Program 

When most lawyers see a case with messy facts, impossible notice deadlines, or municipal negligence—they pass. Devin Janosov doesn't. And that reputation alone now drives over 90% of his new clients. Janosov, of Papcsy Janosov Roche Trial Lawyers shares the overlooked details that turn “unwinnable” files into viable cases… and why other attorneys call him before anyone else. You'll learn: How notice requirements quietly kill good cases Why being willing to take a case “all the way to the end” attracts referrals The intake structure his firm uses when every file is complex How focus groups and discovery help him see what the defense will miss If you like what you hear, hit subscribe. We do this every week. Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok

In this episode of the Fearless Mindset Podcast, we dive into the nuances and challenges of the Executive Protection (EP) field. The discussion covers the importance of having a clear plan, the necessity of execution in business, and the distinction between W2 and 10-99 employment in EP. The guests share their personal experiences and the inherent instability in the industry due to client indecisiveness and financial hesitations. They emphasize the value of trust and persistence in building business relationships and highlight the benefits of running a boutique agency. The conversation also delves into generational differences in job satisfaction and the importance of process-oriented business strategies. Finally, they discuss the impact of networking events and the role of referrals in business growth.Key TakeawaysExecution is more important than ideas—success comes from acting, not just planning.Trust and relationships are foundational in business, but take time to build.The security/executive protection industry is challenging, with little stability and a need for constant hustle.Adaptability and having a clear plan are critical for business survival and growth.Most business growth comes from referrals and word of mouth, not just visibility.Notable Quotes"It all boils down to execution. The better you execute it or even just attempt to execute it, the easier it's gonna be.""Without the trust piece, you're just another company.""Business is hard. It's not for the faint of heart. Most of them fail in the first two years.""If I can save a veteran from committing suicide, it's worth it. And that's why I do what I do.""Trust doesn't come overnight."To hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen on major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this special crossover episode, you'll hear Geoff Zimpfer guest-host The LO Down Community Call with Connor Bartley to uncover how four top-producing LOs are generating real pipeline through strategic agent events. Forget the stale Lunch & Learns—this panel breaks down what's actually working to get butts in seats and referrals on the books.You'll learn:Why classes are the most leveraged way to connect with agents at scaleHow to pick topics agents care about (hint: it's not mortgage guidelines)The exact steps to promote your event—even if you're starting from zeroFrom investor workshops to modern marketing panels, this episode gives you the blueprint to host agent classes that attract, convert, and scale.Connect with Connor on LinkedInLearn More About myAgent ClassesLike This Episode?

The old idea of “networking” is collecting connections, going wide, showing up everywhere is dead. Everyone is visible. Everyone is accessible. And when everyone blends in, no one stands out. What the market rewards now isn't reach. It's resonance. The tight, intentional circles where trust moves faster than volume and where opportunity spreads long before the job posting ever appears. If you've been trying to meet more people instead of the right people, you're playing the wrong game. The real problem with traditional networking Your network might be huge… but it's flat. People know you, but they don't think of you. You're a name in a feed, not a person in their mental roster. Clusters flip that completely. Clusters are purposely small, high-trust groups where your story doesn't need a 15-minute explanation. People understand you, advocate for you, and amplify you ...  organically. In this episode: • Why traditional networking is losing power in the digital age • The rise of micro-communities and why they outperform a huge network • What sociologists discovered decades ago about “weak ties” and why it matters more today • The difference between visibility and resonance (and why resonance wins) • The hidden math: why referrals drive almost 40% of hires with less than 10% of the volume • A step-by-step process to build your own cluster from scratch • Why generosity is your strongest currency in a curated network A real before/after transformation Before: An executive with thousands of connections but no traction. Their visibility was high, but their resonance was low. No one truly understood their value. Then: They shifted focus from audience size to relationship depth — identifying 8–10 people who shared goals, challenged their thinking, and naturally advocated for them. After: Their “network” became a power circle. Referrals increased, opportunities accelerated, and they moved from pushing their story out to having opportunities pulled toward them. That's the compounding force of a cluster: Small, intentional, and exponentially more effective than a wide but disconnected network. Timestamps (0:00) – The truth about job security (0:56) – Why most executives stay too long (1:20) – The myth that “visibility is enough” (2:00) – The death of the generic network (3:05) – What a cluster actually is (4:06) – “Weak ties” and how opportunity really spreads (5:16) – Why the 30-Day Blast exists (6:13) – How micro-communities create built-in trust (7:07) – How to identify your future cluster (8:02) – The referral math that changes everything (9:07) – Final takeaways: Small is big The takeaway Stop collecting contacts. Start collecting believers. Your next opportunity won't come from a crowded feed — it'll come from a curated circle that sees your potential long before the rest of the world catches on. Small is big. Clusters beat networks. Build the group that amplifies you next. Connect with Loren LinkedIn: https://www.linkedin.com/in/lorengreiff/ Instagram: https://www.instagram.com/portfoliorocket/ Subscribe to Career Blast in a Half Apple Podcasts: https://podcasts.apple.com/ph/podcast/career-blast-in-a-half/id1670977528 Spotify: https://open.spotify.com/show/3b3kSamj8RbTNNgOg5E5oi YouTube: https://www.youtube.com/channel/UCpGM7j8croBkkZ4bLqN7DOQ/ About Career Blast in a Half A third of your life is spent working. Career Blast in a Half is your weekly 30-minute hit of simple, powerful, and practical career acceleration — built for executives over 40 who want smarter moves, faster wins, and work that finally feels aligned. Work with Loren Join the 30-Day BLAST Program: https://www.portfoliorocket.com/our-programs  

Title: Your Year of Referrals Starts Here: The Referral Mastery System Explained Host: Michael J. Maher Description: Ready to make 2026 your most referral-filled year yet? Michael walks you through The Referral Mastery System—covering the three pillars, the step-by-step classes that bring them to life, and "The Fix," his seven-step method to solve problems permanently. Learn how to create your TOP YAP for your top clients and your ALL YAP for your full database, and stay top of mind all year long. (7L) Referral Strategies: YAPS, The Fix, Referral Mastery System Special Offer: Join Referral Mastery Academy for just $47 for the first month and complete your full 2026 plan by December 11th! Grab the offer at YAPSworkshop.com

Early in my design career, I thought referrals were the ultimate sign of success. A happy client, emotional reveal, or heartfelt thank-you note — surely that meant more business was on the way, right? I quickly learned the truth: referrals are unpredictable behavior, not a reflection of love, skill, or value. In this episode, I'm sharing why relying on referrals alone creates a fragile business and what you can do to build momentum that's intentional and sustainable. IN THIS EPISODE, YOU'LL LEARN: • Why referrals are not a love language — they're inconsistent and circumstantial • How relying solely on referrals can keep your business fragile, underperforming, and undercharging • Why visibility and consistent presence are the real drivers of predictable growth • Practical ways to show up intentionally so clients and prospects truly understand your value Referrals are the icing, not the cake. If you want a business built on intention rather than chance, you need a strategy that includes consistent visibility, clear messaging, and intentional marketing. This episode will help you release the emotional weight of waiting for referrals, step confidently into your role as the visible, trusted leader of your business, and start creating momentum that's predictable and sustainable.   RESOURCES:   INTERIOR DESIGN BUSINESS BAKERY - Our year-long mentorship and coaching program: https://thedesignbakehouse.com/interior-design-business-bakery   SIMPLIFY YOUR MARKETING, SIMPLIFY YOUR LIFE. All-in-one software that organizes sales, marketing, and business services all in one convenient location. https://mysidemark.com/   MARKETING MEMBERSHIP - Join our hands on marketing & visibility program, no contract, only $59/month. https://thedesignbakehouse.com/lead-lab   Stay in touch with Michelle on Instagram: https://www.instagram.com/thedesignbakehouse/   Join our Free Facebook Community: https://www.facebook.com/groups/idbizlaunchpad    Get clarity on your next best step today! https://www.designedforthecreativemind.com/reviewguide   Have ideas or suggestions or want to be considered as a guest on the show? Contact me! https://www.DesignedForTheCreativeMind.com/contact  

Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the heart of creating a scalable and sustainable client service model. She breaks down the mindset shifts advisors need, the math behind revenue per hour, how to segment your book intentionally, and why aligning your service model with profitability is the key to delivering exceptional client experiences. This is a thoughtful, practical, and empowering conversation to help you reshape your ongoing service in a way that benefits you, your team, and your clients.What you'll learn in this episode: • Why advisors struggle with mental blocks around pricing, fees, and client segmentation  • How to calculate your true revenue per hour and use it to make better capacity decisions • A step-by-step process for segmenting clients and defining aligned service levels • How to avoid client subsidization and ensure each household is serviced profitably • Ways to right-size service for clients who don't meet your hourly rate, without sacrificing care or professionalism As Libby walks through each step, you'll gain clarity, confidence, and a practical roadmap to redesign your client service model so you can serve clients exceptionally well without overwhelming your team. This episode will help you work smarter, stay focused on what matters, and build a practice you love managing every single day ✨.Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this special live episode from SaaS Summit Benelux in Amsterdam, Joran sits down with Roelof Otten, founder of SaaSmeister, to explore How PLG Will Change in 2026: AI Agents, Onboarding & Hybrid GTM. Together, they break down the biggest shifts coming to B2B SaaS go-to-market—from the rise of hybrid motions and the evolution of sales roles to the transformative impact of AI-powered demos, agents, and conversational interfaces.Roelof shares actionable, stage-specific insights for founders at every level. You'll hear why PLG is becoming a company-wide strategy instead of a product feature, how onboarding is expanding beyond the UI, why freemium is harder for AI-native products, and what it really takes to build data tracking that supports growth instead of slowing it down.Whether you're moving from sales-led to product-led, building a hybrid GTM, or preparing your SaaS product for an AI-first future, this episode offers a clear roadmap for navigating the changes ahead and meeting buyers where they want to be in 2026.Tune in to learn how to implement PLG effectively, empower your sales team in a consultative model, integrate AI responsibly, and build growth loops that compound over time.Key Timecodes(0:00) – B2B SaaS, PLG, AI onboarding, AI demos, product-qualified pipeline, GTM 2026, SaaS Summit(0:52) – B2B SaaS podcast(0:58) – Roelof Otten, SaaSmeister, PLG(1:07) – GTM 2026, PLG trends(1:42) – Hybrid GTM, PLG, sales-led(2:36) – AI GTM, AI agents, AI demos(3:12) – Interactive demos, AI sales assistant(3:50) – Buyer enablement, AI demo(4:20) – In-product AI, trial support(4:36) – PLG transformation, sales alignment(5:21) – Consultative sales, upsell, PQLs(5:43) – PLG funnel, activation, expansion(6:00) – Conversational UI, AI UX(6:52) – UX transition(7:25) – AI platform, data layer, models(7:37) – MCP, AI integrations, ChatGPT, Claude(8:10) – AI privacy, security, compliance(8:46) – Build vs buy AI, LLMs(9:22) – PLG first, SaaS trial(9:38) – Reditus, SaaS affiliate(10:22) – AI costs, freemium(10:35) – Freemium strategy, CAC, churn(11:39) – Referrals, partnerships, affiliate growth(12:33) – In-app referrals, incentives(13:06) – Onboarding, nurture, reactivation(13:57) – Signup friction, JTBD, ICP(14:57) – Personalized onboarding(15:14) – Founder-led sales, JTBD, messaging(15:45) – ICP focus, activation metrics(16:39) – Product analytics, event tracking(17:01) – Roelof Otten, SaaSmeister(17:15) – Podcast outro, sponsor, Reditus

Stop Asking for Referrals: The Science-Backed System That Actually Works with Stacey Brown Randall>> Check out Stacey's book, The Referable Client Experience.>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0 Hosted on Acast. See acast.com/privacy for more information.

Why did people turn down a $5,000 cash reward for referring a candidate? Dakota Younger discovered a strange psychological phenomenon while building his referral platform: offering money sometimes decreases motivation. In this interview, he breaks down the complex psychology of incentives, explaining why altruism often outperforms cash and how to structure a referral program that actually works. Dakota also explains why posting jobs is the least effective way to hire, the power of accessing passive talent through social capital, and the "Ice Cream Study" theory on why giving people too many choices leads to decision paralysis. Finally, he shares his most humbling lesson as a founder: admitting that he knows "absolutely nothing." Check out the company: https://goboon.co

Referrals are one of the most powerful growth levers in a photography business — yet most photographers treat them like something mysterious or magical that “just happens” when the work is good enough. In this conversation, Stacey Brown Randall dismantles that myth completely. She explains why great photos and happy clients don't automatically lead to consistent referrals… and why the missing link is almost always the client experience itself. Not the workflow, not the quality of the images — but how clients feel at every stage of working with you. Stacey shares the simple shifts photographers can make to turn happy clients into referring clients — without scripts, awkward asks, discounts, or gimmicks. From identifying “referral hot zones” to planting subtle referral seeds, to using handwritten notes and thoughtful touch points that genuinely make clients feel seen… she lays out a new way to think about referrals that's grounded in connection, not tactics. If you've ever wondered why your clients say they love you but rarely send people your way — or if you want to build a business that grows through trust, reputation, and genuine word-of-mouth — this episode will change how you approach your client experience. The post 645: Stacey Brown Randall – The Referral System Every Photography Business Needs appeared first on Photography Business Xposed - Photography Podcast - how to build and market your portrait and wedding photography business.

Welcome to episode 307 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken welcomes Ed Levy, creator of I Love My PI Lawyer—a curated client-gifting and referral system for personal injury firms. After two decades in promotional marketing for brands like Porsche, Gallo Wines, and major agencies, Ed spotted a gap: PI firms were under-leveraging their happiest audience. His program turns thoughtful, high-perceived-value gifts into stronger relationships, better reviews, and consistent referrals, without looking like advertising. What you'll learn about in this episode: 1. Client Gifting That Actually Moves the Needle - Why gifts must feel personal (not promo) to change client attitudes - How "high perceived value" (typically $25–$35+) beats swag every time 2. Timing & Touchpoints Across the Case - Best moments to gift: onboarding, mid-case, and 30–60 days post-settlement - How mid-case gifting calms nerves and post-settlement gifting says "not forgotten" 3. Design, Messaging & Differentiation - Crafting firm-specific designs and note cards that tell why this gift was chosen - Removing calls-to-action so the gift strengthens trust (not sells) 4. Execution Without the Headaches - Creative, production, warehousing, and weekly fulfillment handled for you - Practical ranges with glassware, blankets, tech, and more 5. ROI, Referrals & Ethics Nuance - How a 1–3% referral lift can pay for the entire program - Ideas for past-client/referrer tiers—plus watching state-bar rules on gifts   Resources:  Website: edventurepromotions.com/ilovemypilawyer LinkedIn: linkedin.com/in/edlevy Instagram: https://www.instagram.com/ilovemypilawyer/  Additional Resources:    https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind AI for PI Expo:   www.pilmma.org/ai-for-pi-expo

In this quick episode, you'll learn a simple but powerful tool advisors can use to maintain strong boundaries, protect their time, and still deliver a seamless client experience. We explore why scheduled send and delay delivery matter, how they shape client expectations, and how they support the structure of your Model Week.

In this episode, Brian Miller and Chad Hall share seven practical and relational ways to find new coaching clients. Their conversation blends mindset, strategy, and faith—reminding listeners that building a coaching practice is less about marketing gimmicks and more about authentic relationships, service, and attentiveness to where God is already at work. Whether you're just starting out or seeking to grow your client base, this episode offers actionable insights to help you move forward with confidence and purpose. Key Highlights Referrals from existing clients are the most natural and effective way to gain new clients—make it easy for them by describing who you want to work with. Referrals from non-clients (like community leaders or church contacts) can be equally valuable when you've built trust and credibility. Publishing—through blogs, podcasts, or ebooks—helps increase visibility but works best when it serves the client's needs, not your ego. Presenting at local events, workshops, or online gatherings positions you as a helpful expert and naturally draws interested clients. Prayerfulness grounds your efforts, helping you discern where God is opening doors and aligning your work with His purpose. Takeaways Serve before selling. The best marketing for coaching is genuine service—offering value and care to others. Ask directly. Many clients come simply because you invited them—don't assume people will approach you first. Stay active in your community. Participation builds trust, connection, and opportunities for meaningful engagement. Keep your posture humble and relational. Avoid transactional tactics like referral fees—focus on creating goodwill. Pray with expectation. Trust that God is already at work preparing opportunities; your role is to notice and join in.

Send us a textIn this episode of Serve First, Sell Later Marketing, host Sylvia Garibaldi reveals the real engine behind steady, high-quality referrals: silent advocacy. These are the clients who talk about you in private conversations you'll never see—because their experience with you was unforgettable. Sylvia outlines five key referral triggers and provides practical steps to integrate these into your practice, ensuring that your clients become your greatest advocates.  A must-listen!In this episode, you'll learn: 01:38 Understanding Referrals and Advocacy02:16 Creating Client Experiences03:00 The Discomfort of Asking for Referrals06:08 Five Natural Referral Triggers18:01 The Silent Advocate Effect22:51 Practical Steps to ImplementResources:Join us for our LAST webinar of the year here.Feeling stuck about how to grow your practice, book a free strategy call here.#64 From Referral Plateau to Referral Powerhouse#88 5 Steps to Fast-Track Referral Partnerships#99 LinkedIn for Lawyers & Mediators: Turning Followers into Referral PartnersRate, Review, & Follow on Apple Podcasts"Love listening and learning from the Serve First, Sell Later Marketing Podcast” If that sounds like you, please consider rating and reviewing my show! This helps me support more people -- just like you. Click here, scroll to the bottom, tap to rate with five stars, and select “Write a Review.” Then be sure to let me know what you loved most about the episode! Want more insights like this? Sign up for our newsletter. Sign up for our free LinkedIn newsletter on marketing your professional practice Connect with me on linkedin Join our online community Subscribe to my youtube channel

If your referrals feel slow, unpredictable, or like they're coming from the wrong people, there's a reason, and it has nothing to do with your talent. In Part 1 of this 4-part series, I'm breaking down the three gaps that are the leaks in your referral pipeline, the places where momentum stalls and opportunities never convert.In this episode, you'll learn:1) Why your referral system feels random (even when you're “doing all the things”).2) The 3 gaps that keep referrals from flowing:Gap #1: Visibility: You're the best-kept secret, or visible in the wrong rooms.Gap #2: Interest: You meet great people, but they don't follow through or refer.Gap #3: Purchase: You attract inquiries that don't match your budget level or value.3) The VIP Method that closes the gaps and creates a simple system so referrals stop being accidental and start being predictable. If you want high-quality referrals that turn into real buyers, start here.This episode sets the foundation for the series, and shows you exactly what needs to change before the phone starts ringing consistently. Next up:✅ [Part 2] Visibility Gap, how to stop being the best-kept secret and get seen by the right partners. And if you want the scripts, framework, and live coaching to make referrals effortless, join me for Double Your Referrals on Dec 3rd at 12PM Eastern, it's free, live, and built to get your referral machine moving. Sign up link is below

If your referrals have been slow, unpredictable, or packed with the wrong kind of inquiries, this episode is going to make everything click. In Part 2 of the series, I'm closing the Visibility Gap, the reason so many talented designers stay the best-kept secret in their market even when their clients are thrilled. This episode breaks down how to get visible in the right places to the right people, so referrals become consistent and scalable.In this episode, you'll learn:Why your referrals are trickling in even when your work is amazing.The difference between visibility that feels busy… and visibility that pays.The 3-part Visibility Filter to identify exactly who you should be getting in front of Next up:✅ [Part 3] The Interest Gap, how to turn promising connections into real follow-through and referrals. And if you want the scripts, framework, and live coaching to make visibility effortless, join me for Double Your Referrals on Dec 3rd at 12PM Eastern, it's free, live, and built to get your referral machine moving. Sign up link is below

Ever leave a networking event thinking, “That was such a good connection!”…and then nothing happens? In Part 3 of this 4-part Referral Machine series, we're closing the Interest Gap, the reason promising conversations don't turn into real business.In this episode, you'll learn:How to spot an Interest problem, when people are excited in the moment but never follow through.The 4 reasons Interest usually dies after a great conversationWhy your mindset is the real gatekeeper to your next level, not your portfolio, not your website, not your logo.The simple Follow-Through Play that makes networking productive without feeling forcedNext up:✅ [Part 4] The Purchase Problem, turning referrals into qualified luxury buyers! And if you want the scripts, framework, and live coaching to make interest effortless, join me for Double Your Referrals on Dec 3rd at 12PM Eastern, it's free, live, and built to get your referral machine moving. Sign up link is below

To get great referrals, you can be visible, you can spark interest...but if those referrals don't convert into real buyers, your referral machine stalls right there. In Part 4 (the final episode of this series), we're closing the Purchase Gap, the reason you might be getting leads, but not landing clients at the level you want. Because referrals aren't the finish line, they're the starting line.And if the people being sent your way aren't ready to buy, don't have the budget, or don't understand your value — the system breaks.In this episode, you'll learn:What to do when inquiries are coming in, but aren't converting into clients.The 3 moves that make clients who purchase effortless inside the Luxury Client AcademyMy 4-step Qualifying process that saves time, tears, and wasted energy When Visibility, Interest, and Purchase are aligned, referrals stop being random and start being reliable, and closing becomes the obvious next step! Want the full Referral Machine installed in your business?Join me live for Double Your Referrals on Dec 3rd at 12PM Eastern.I'll teach this entire framework, plus scripts and templates you can implement immediately. Sign up link is below

Welcome to this bonus podcast episode! Clients who rave about you are marketing gold. When they bring in their friends or family members, they're already pre-sold and more likely to convert.  Turn your members into your best sales team with Alina Cooper and Heather Garrick in Episode 690: Everybody's Talking About You: Harnessing the Power of Referrals.  Simplify the ask: keep it easy, clear and one-step so referrals are no-brainers Reward everyone: make it a win-win so the referrer and the friend feel great Show it off: promote the referral program in studio, on socials and everywhere  Time it right: ask members for referrals during that post-class buzz Always incentivize: track, thank and recognize members—fast and personally  Pick a month, plan a campaign, brief your team and measure what happens. This may become your favorite marketing tool, with big potential. Capitalize on the opportunity with Episode 690.   Catch you there,   Lise   PS: Join 2,000+ studio owners who've decided to take control of their studio business and build their freedom empire. Subscribe HERE and join the party! www.studiogrow.co www.linkedin.com/company/studio-growco/  

In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practice to a truly scalable, CEO-led firm. Todd shares the behind-the-scenes shifts, the unexpected realizations, and the tangible systems he built through coaching that helped him move from “doing all the things” to running a business with clarity, confidence, and a long-term vision. From refining processes to elevating the client experience, this conversation is packed with real advisor wins and practical inspiration. In this episode you'll learn: • Why even successful advisors hit a wall when their practice starts feeling like a “real business” • How documenting processes changed the game for Todd's team of eight and created repeatability for the next generation • The planning, tax, and client-experience upgrades that now keep almost every client showing up for reviews • How shifting into the CEO role brought Todd clarity, confidence, and a bigger mission for his firm • Why group coaching amplified his growth far beyond what he expectedTodd's story is an amazing reminder that growth doesn't require being a “hot mess.” Sometimes the biggest leaps come from refining what's already working, creating structure around what's been living in your head, and surrounding yourself with advisors who are building remarkable businesses too. His journey shows what's possible when you finally step into the CEO seat, create repeatable systems, and elevate your client experience with intention.Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

After accidentally finding herself in consulting, Carrie Bornstein started with small, one-off projects. But she knew they weren't as fulfilling as bigger projects with bigger impact, and they wouldn't get her where she wanted to be financially. In this episode, she shares how she began landing bigger, more impactful work, increased her income, and built a business that aligns with her values.   Learn more about Carrie at carriebornstein.com   ---  

Joining me today on the podcast is Stacey Brown Randall—a returning guest and someone you're going to love hearing from again. Stacey has been on the show twice before, and today she's back to share insights from her brand-new book, The Referable Client Experience. You may also know her as the author of the multiple award-winning book Generating Business Referrals Without Asking, and as the host of the hugely popular podcast Roadmap to Referrals. Beyond her work as a consultant and coach, she's also a wife and mom of three, bringing a grounded, real-world perspective to everything she teaches. In this episode, we're diving into what it truly takes to create a client experience that naturally generates referrals—without the awkward asks or uncomfortable scripts. You won't want to miss this conversation. Topics Mentioned: Emotional Connection Client Experience Consistency in Connection Referral Strategies Key Thoughts:  The Referable Client Experience Book Overview This book explores how businesses can create a client experience that generates referrals. The focus is on being a referrable business to begin.   Enhancing Client Referral Experiences   It is important to create a referable client experience beyond just delivering results. Understanding how people feel when referring others, not just the results, highlights the need for a repeatable process to ensure consistent positive results . Focusing on client feelings is crucial for generating referrals.   Client Experience Emotional Design      Intentionally craft a client experience to align with desired outcomes. "Ideal Client Reaction Script" involves identifying 3-5 key emotions or reactions clients should experience and ensuring your process is crafted to achieve these outcomes. Enhancing Client Experience with Consistency Having a repeatable process allows for consistency in approach and delivery. Clear SOPs that are documented encourages the client experience to be analyzed from start to finish. AI and Human Connection AI has a place in client experience models, but it cannot replace human connection. Identify which touch points can be automated, and which should be done by a human.   Contact Michele: Email: Team@ScarletThreadConsulting.com Facebook: Scarlet Thread Consulting Instagram: @ScarletThreadATL Website: ScarletThreadConsulting.com LinkedIn: Michele Williams   Contact Stacey: Email: stacey@staceybrandall.com Instagram: @staceybrownrandall Facebook: Stacey Brown Randall YouTube: Referrals Without Asking LinkedIn: Stacey B Randall Website: Stacey Brown Randall   References and Resources: Work with Me The Designers' Inner Circle - Become a Member Today    CFO2Go Metrique Solutions The Referable Client Experience by Stacey Brown Randall

In this episode, you'll learn how to create a simple, high-value year-end tax letter that makes tax season easier for your clients, their CPAs, and your team. You'll hear what to include, how to frame it as a value-add, and how to streamline the process so it becomes a repeatable system instead of a stressful scramble.We cover suggested sections for your letter, how to reinforce the behind-the-scenes work you do all year, and a practical workflow to prepare these summaries for your best clients. This episode helps you elevate your client experience, strengthen your CPA relationships, and clearly communicate the value of your planning expertise.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Title: A 52-Week Plan to Get the Most Amount of Referrals in the Shortest Amount of Time WITHOUT Spending a Dime Host: Michael J. Maher Guest: Sheri Maher Description: In this powerful and practical episode, Michael and Sheri break down one of the most misunderstood — and most important — distinctions in real estate success: the difference between a traditional business plan and an appreciation plan. You'll learn why a business plan sets your direction, but an appreciation plan fuels your referrals… and your results. They also dive into how to grade your database, who truly deserves more of your time, and why chasing strangers is the fastest way to burnout — while communicating with friends is the fastest path to referrals. PLUS, Michael drops an early leak of our Black Friday special that will transform your 2026 before it even starts. (7L) Referral Strategies Podcast Topics: YAPS, Grade your database Special Offer: Michael reveals our Black Friday special EARLY on this episode! Get all the details — and lock in an entire year of leadership and coaching from Michael for less than $1,000 — at www.YAPSworkshop.com This special gives you a full year of guidance on building your 2026 plan, choosing the right events, implementing a real buyer process, mastering networking for referrals, and so much more.

In this episode of the Rocket Chiro Podcast I talk about three parts of practice that will completely change your business over time. These are not quick fixes. They are not instant wins. They will not solve your new patient problem this month. But if you make them a priority now, you will look back years from today and feel genuinely grateful that you started. Why Chiropractors Fixate on New Patients I start by talking about the profession's obsession with new patients. Every marketer, coach, and guru leads with new patient promises. You know the messages. They claim they can get you forty new patients a month or grow your practice instantly. New patients feel exciting. They create cash flow. They inflate your numbers. And they can cover up bad systems. Even a poorly run practice can survive if there is a constant stream of fresh bodies coming through the door. The problem is that running a practice this way is extremely stressful. If you ever have a slow month, the weaknesses in your systems show immediately. You never feel stable because the entire practice sits on top of a shaky foundation. You are always looking for the next new patient hit. The Purpose of This Episode I created this episode to help you shift your focus toward three long-term levers that make your practice healthier, steadier, and easier to run. These are not urgent. They do not give you a dopamine hit. But they are the building blocks of a business that does not fall apart when the new patient flow slows down. The three long-term levers are reviews, relationships, and retention. Why Reviews Matter More Than You Think Reviews are one of the easiest and most powerful things you can invest in. They help your local SEO. They help your conversion. They help Google understand what you are known for. They even help AI tools understand what people think about you. One of the biggest advantages reviews provide is the keywords hidden inside them. If your patients mention migraines, sciatica, pregnancy, sports injuries, or anything else, Google takes note. Those words help determine which searches you show up for. I tell the story of a client who asked me if they had too many reviews because they had several times more than every chiropractor in their area. My answer was simple. I would keep going. If I could have ten times more reviews than my competitors, I would not slow down for a second. Being the obvious choice in your community is never a disadvantage. The Power of Building Real Relationships Next I shift into the value of relationships. As an introvert this one has always been a challenge for me. I would rather sit at my computer than go out and meet new people. But chiropractic is a relationship business. We work with human beings. We serve a community. We depend on trust. Relationships with patients matter. Relationships with business owners matter. Relationships with coaches, trainers, teachers, community leaders, and other professionals matter. When people know you and have something good to say about you, everything becomes easier. New patients come more naturally. Opportunities show up. Referrals increase. Sometimes your relationship with a respected person in the community even creates a little bit of authority or credibility transfer. These relationships take time. They take intention. And they are absolutely worth it. Short Term Retention and Why It Affects Results Then I talk about short-term retention. This is not about long-term wellness care. This is simply helping someone stay consistent during their initial care. When you have a clear plan, patients get better results. They feel more connected to you. They are more likely to think of you as their chiropractor. Without a plan you swing between two extremes. You either forget to follow up with people and they slip away, or you accidentally harass them without realizing how many times you have reached out. A system keeps you in the middle where you are caring, consistent, and helpful without being annoying. Long Term Retention and Why It Stabilizes Your Practice Long-term retention does not blow up your numbers overnight, but it is one of the key stability builders in a mature practice. This is where you check in with people who have not been in for three months or six months or a year. You are not trying to guilt them. You are not trying to pressure them. You are simply serving as a reminder for people who actually need your help but have been busy or distracted. These occasional visits do not seem like much in the moment. But over the course of five or ten years, they create steady, predictable support for your practice. They also reinforce that you are their chiropractor even if they do not come in very often. A Reminder for the New Year I wrap up by reminding chiropractors that the best time to start these habits was years ago, but the next best time is right now. As we head into a new year, commit to being better in these three areas. You do not have to be perfect, but you do have to be intentional. Make reviews a priority. Build more relationships. Put a plan in place for both short-term and long-term retention. If you do that, your practice will be radically healthier five years from now. Resources Mentioned Free Website/SEO Review: https://rocketchiro.com/chiropractic-practice-assessment Best chiropractic websites: https://rocketchiro.com/best-chiropractic-websites

Creating a business you love doesn't have to be a fantasy, and in this episode, Libby brings back her best friend and long-time advisor Jen for a real, transparent look at what it takes to reclaim your time, refine your systems, and run a thriving advisory firm with intention.

Watch the full episode on our YouTube channel: youtube.com/@mreapodcastMeg Daday traded her law degree for listings and never looked back. As a top solo agent in Chicago, she built her business around connection, not cold calls. In this episode, she shares the exact systems behind her “micro event” model: The MICRO Model. Meg's MICRO Model is supported by a winner's mindset, key habits, and 15-person gatherings that spark relationships, build trust, and generate consistent referrals.We dive into the habits that changed her life, how a 30-day challenge reshaped her mindset, and why she believes movement creates momentum. Then, Meg breaks down her event playbook step-by-step, from audience targeting and sponsorships to post-event market updates that keep her top of mind.If you're an introvert who wants to grow your business through authentic connection, this is your roadmap.Resources:The Two-Hour Cocktail Party by Nick GrayBe Your Future Self Now by Dr. Benjamin HardyThe War of Art by Steven PressfieldBuilding a StoryBrand by Donald MillerExactly What to Say by Phil JonesMAPS CoachingMillionaire Real Estate Agent Podcast NotesOrder The Millionaire Real Estate Agent Playbook | Volume 3Connect with Jason: LinkedInProduced by NOVA

What you'll learn in this episode: ● Why most agents waste time showing homes to buyers who never purchase—and how to prevent it● How to get hired before ever showing a home by treating the consultation like a listing appointment● The crucial role of video calls in setting expectations and gaining commitment● How to leverage lender partnerships to create certainty, trust, and stronger offers● How buyer psychology can help eliminate objections before they arise● Why focusing on consistent activity—not unpredictable outcomes—drives long-term success To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead